SAFE N SIMPLE, L.L.C.
Plan context: SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN
EIN 20-8400153 • Clarkston, MI • 26 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$6,306,429
2025 Contributions
$738,510
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 2 | 20 | $6,306,429 | $738,510 | $36,926iApproximate average salary by contribution assumption: employee only about $923,138 at 4% or $615,425 at 6%; with 50% employer match about $615,425 at 4% or $410,283 at 6%; with 100% employer match about $461,569 at 4% or $307,713 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 16 | $3,611,606 | $400,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 20 | $2,694,823 | $338,510 | $16,926iApproximate average salary by contribution assumption: employee only about $423,138 at 4% or $282,092 at 6%; with 50% employer match about $282,092 at 4% or $188,061 at 6%; with 100% employer match about $211,569 at 4% or $141,046 at 6%. |
| 2024 | 2 | 18 | $4,844,239 | $294,304 | $16,350iApproximate average salary by contribution assumption: employee only about $408,756 at 4% or $272,504 at 6%; with 50% employer match about $272,504 at 4% or $181,669 at 6%; with 100% employer match about $204,378 at 4% or $136,252 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 16 | $2,846,187 | $40,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 18 | $1,998,052 | $254,304 | $14,128iApproximate average salary by contribution assumption: employee only about $353,200 at 4% or $235,467 at 6%; with 50% employer match about $235,467 at 4% or $156,978 at 6%; with 100% employer match about $176,600 at 4% or $117,733 at 6%. |
| 2023 | 2 | 16 | $4,139,806 | $726,473 | $45,405iApproximate average salary by contribution assumption: employee only about $1,135,114 at 4% or $756,743 at 6%; with 50% employer match about $756,743 at 4% or $504,495 at 6%; with 100% employer match about $567,557 at 4% or $378,371 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 15 | $2,589,192 | $466,000 | $31,067iApproximate average salary by contribution assumption: employee only about $776,667 at 4% or $517,778 at 6%; with 50% employer match about $517,778 at 4% or $345,185 at 6%; with 100% employer match about $388,333 at 4% or $258,889 at 6%. |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 16 | $1,550,614 | $260,473 | $16,280iApproximate average salary by contribution assumption: employee only about $406,989 at 4% or $271,326 at 6%; with 50% employer match about $271,326 at 4% or $180,884 at 6%; with 100% employer match about $203,495 at 4% or $135,663 at 6%. |
| 2022 | 2 | 16 | $2,977,101 | $439,923 | $27,495iApproximate average salary by contribution assumption: employee only about $687,380 at 4% or $458,253 at 6%; with 50% employer match about $458,253 at 4% or $305,502 at 6%; with 100% employer match about $343,690 at 4% or $229,127 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 15 | $1,877,868 | $215,000 | $14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%. |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 16 | $1,099,233 | $224,923 | $14,058iApproximate average salary by contribution assumption: employee only about $351,442 at 4% or $234,295 at 6%; with 50% employer match about $234,295 at 4% or $156,197 at 6%; with 100% employer match about $175,721 at 4% or $117,147 at 6%. |
| 2021 | 2 | 15 | $3,056,252 | $451,770 | $30,118iApproximate average salary by contribution assumption: employee only about $752,950 at 4% or $501,967 at 6%; with 50% employer match about $501,967 at 4% or $334,644 at 6%; with 100% employer match about $376,475 at 4% or $250,983 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 14 | $1,948,833 | $262,000 | $18,714iApproximate average salary by contribution assumption: employee only about $467,857 at 4% or $311,905 at 6%; with 50% employer match about $311,905 at 4% or $207,937 at 6%; with 100% employer match about $233,929 at 4% or $155,952 at 6%. |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 15 | $1,107,419 | $189,770 | $12,651iApproximate average salary by contribution assumption: employee only about $316,283 at 4% or $210,856 at 6%; with 50% employer match about $210,856 at 4% or $140,570 at 6%; with 100% employer match about $158,142 at 4% or $105,428 at 6%. |
| 2020 | 2 | 16 | $2,356,678 | $456,600 | $28,538iApproximate average salary by contribution assumption: employee only about $713,438 at 4% or $475,625 at 6%; with 50% employer match about $475,625 at 4% or $317,083 at 6%; with 100% employer match about $356,719 at 4% or $237,813 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 13 | $1,546,393 | $265,000 | $20,385iApproximate average salary by contribution assumption: employee only about $509,615 at 4% or $339,744 at 6%; with 50% employer match about $339,744 at 4% or $226,496 at 6%; with 100% employer match about $254,808 at 4% or $169,872 at 6%. |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 16 | $810,285 | $191,600 | $11,975iApproximate average salary by contribution assumption: employee only about $299,375 at 4% or $199,583 at 6%; with 50% employer match about $199,583 at 4% or $133,056 at 6%; with 100% employer match about $149,688 at 4% or $99,792 at 6%. |
| 2019 | 2 | 19 | $1,638,747 | $415,303 | $21,858iApproximate average salary by contribution assumption: employee only about $546,451 at 4% or $364,301 at 6%; with 50% employer match about $364,301 at 4% or $242,867 at 6%; with 100% employer match about $273,226 at 4% or $182,150 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 15 | $1,118,743 | $265,000 | $17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%. |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 19 | $520,004 | $150,303 | $7,911iApproximate average salary by contribution assumption: employee only about $197,767 at 4% or $131,845 at 6%; with 50% employer match about $131,845 at 4% or $87,896 at 6%; with 100% employer match about $98,884 at 4% or $65,922 at 6%. |
| 2018 | 2 | 16 | $1,053,676 | $346,766 | $21,673iApproximate average salary by contribution assumption: employee only about $541,822 at 4% or $361,215 at 6%; with 50% employer match about $361,215 at 4% or $240,810 at 6%; with 100% employer match about $270,911 at 4% or $180,607 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 13 | $741,375 | $208,543 | $16,042iApproximate average salary by contribution assumption: employee only about $401,044 at 4% or $267,363 at 6%; with 50% employer match about $267,363 at 4% or $178,242 at 6%; with 100% employer match about $200,522 at 4% or $133,681 at 6%. |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 16 | $312,301 | $138,223 | $8,639iApproximate average salary by contribution assumption: employee only about $215,973 at 4% or $143,982 at 6%; with 50% employer match about $143,982 at 4% or $95,988 at 6%; with 100% employer match about $107,987 at 4% or $71,991 at 6%. |
| 2017 | 2 | 13 | $776,579 | $50,828 | $3,910iApproximate average salary by contribution assumption: employee only about $97,746 at 4% or $65,164 at 6%; with 50% employer match about $65,164 at 4% or $43,443 at 6%; with 100% employer match about $48,873 at 4% or $32,582 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 13 | $578,967 | - | - |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 12 | $197,612 | $50,828 | $4,236iApproximate average salary by contribution assumption: employee only about $105,892 at 4% or $70,594 at 6%; with 50% employer match about $70,594 at 4% or $47,063 at 6%; with 100% employer match about $52,946 at 4% or $35,297 at 6%. |
| 2016 | 2 | 15 | $1,037,313 | $442,908 | $29,527iApproximate average salary by contribution assumption: employee only about $738,180 at 4% or $492,120 at 6%; with 50% employer match about $492,120 at 4% or $328,080 at 6%; with 100% employer match about $369,090 at 4% or $246,060 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 14 | $905,489 | $399,458 | $28,533iApproximate average salary by contribution assumption: employee only about $713,318 at 4% or $475,545 at 6%; with 50% employer match about $475,545 at 4% or $317,030 at 6%; with 100% employer match about $356,659 at 4% or $237,773 at 6%. |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 15 | $131,824 | $43,450 | $2,897iApproximate average salary by contribution assumption: employee only about $72,417 at 4% or $48,278 at 6%; with 50% employer match about $48,278 at 4% or $32,185 at 6%; with 100% employer match about $36,208 at 4% or $24,139 at 6%. |
| 2015 | 2 | 14 | $571,361 | $196,207 | $14,015iApproximate average salary by contribution assumption: employee only about $350,370 at 4% or $233,580 at 6%; with 50% employer match about $233,580 at 4% or $155,720 at 6%; with 100% employer match about $175,185 at 4% or $116,790 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 9 | $480,822 | $166,058 | $18,451iApproximate average salary by contribution assumption: employee only about $461,272 at 4% or $307,515 at 6%; with 50% employer match about $307,515 at 4% or $205,010 at 6%; with 100% employer match about $230,636 at 4% or $153,757 at 6%. |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 14 | $90,539 | $30,149 | $2,154iApproximate average salary by contribution assumption: employee only about $53,838 at 4% or $35,892 at 6%; with 50% employer match about $35,892 at 4% or $23,928 at 6%; with 100% employer match about $26,919 at 4% or $17,946 at 6%. |
| 2014 | 2 | 9 | $388,534 | $201,797 | $22,422iApproximate average salary by contribution assumption: employee only about $560,547 at 4% or $373,698 at 6%; with 50% employer match about $373,698 at 4% or $249,132 at 6%; with 100% employer match about $280,274 at 4% or $186,849 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 9 | $325,250 | $163,183 | $18,131iApproximate average salary by contribution assumption: employee only about $453,286 at 4% or $302,191 at 6%; with 50% employer match about $302,191 at 4% or $201,460 at 6%; with 100% employer match about $226,643 at 4% or $151,095 at 6%. |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 8 | $63,284 | $38,614 | $4,827iApproximate average salary by contribution assumption: employee only about $120,669 at 4% or $80,446 at 6%; with 50% employer match about $80,446 at 4% or $53,631 at 6%; with 100% employer match about $60,334 at 4% or $40,223 at 6%. |
| 2013 | 2 | 6 | $179,427 | $178,739 | $29,790iApproximate average salary by contribution assumption: employee only about $744,746 at 4% or $496,497 at 6%; with 50% employer match about $496,497 at 4% or $330,998 at 6%; with 100% employer match about $372,373 at 4% or $248,249 at 6%. |
| SAFE N SIMPLE, L.L.C. CASH BALANCE PLAN | - | 6 | $157,216 | $157,216 | $26,203iApproximate average salary by contribution assumption: employee only about $655,067 at 4% or $436,711 at 6%; with 50% employer match about $436,711 at 4% or $291,141 at 6%; with 100% employer match about $327,533 at 4% or $218,356 at 6%. |
| SAFE N SIMPLE, L.L.C. 401(K) PROFIT SHARING PLAN | - | 5 | $22,211 | $21,523 | $4,305iApproximate average salary by contribution assumption: employee only about $107,615 at 4% or $71,743 at 6%; with 50% employer match about $71,743 at 4% or $47,829 at 6%; with 100% employer match about $53,808 at 4% or $35,872 at 6%. |